Latest reports
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Analyst ReportTelefónicawatch Analyst Report #205 – July 2026
Key stories include: Group’s Telxius stake in play (again) | Wayra takes new path, explores AI | Telefónica Tech trim-down continues | Germany is next target for job cuts | VM O2 lands with big anti-churn fine | and much more…
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Analyst ReportBTwatch Analyst Report #376 - July 2026
Key stories include: BT pairs with Verizon for overseas B2B | Execs urge AI ‘rethink’ | Mapping the GEO to LEO shift | EE lauded for ESN execution | Openreach pace prompts rival M&A pragmatism | and much more…
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Analyst ReportTelefónicawatch Analyst Report #204 – June-July 2026
Key stories include: Group-led Gigafactory bid is a go | Vivo does a tidy-up on fibre | O2 hands star role to Jarvis AI | Spain beefs up telco backup | VM O2 changes cloud course | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #155 - June-July 2026
Key stories include: DT in early on new telco ad venture | Wage talks land on ‘balanced’ deal | T-Systems strengthens AI team | Budapest data centre needs top-up | T-Mobile resolute amid Starlink noise | and much more…
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Analyst ReportVodafonewatch Analyst Report #248 - July 2026
Key stories include: Plotting an autonomous networks jailbreak | Infraco warning as post-quantum threat looms | Business shoots defence industry growth | Greek fibre: Vodafone targets #1 spot | Vodacom becomes East African telco giant | and much more…
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Analyst ReportTelefónicawatch Analyst Report #203 – June 2026
Key stories include: Q1: Leadership prunes to promote new growth | Microwave upgrade for home market | Group lends Google some sovereign cred | Vivo secures another IoT mega‑deal | D2D trials: O2 teams with OQ | and much more…
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Analyst ReportBTwatch Analyst Report #375 - June 2026
Key stories include: FY25–26: domestic struggles in the spotlight | Consumer targets conversion | BT gets proactive in travel eSIM space | Selley told to ‘get radical’ at International | Openreach takes Project Gigabit crown | and much more…
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Analyst ReportVodafonewatch Analyst Report #247 - June 2026
Key stories include: Della Valle turns a new page | Partner-led, AI-powered procurement | ‘Vodafone is back’ in Oz | UK integration moves at pace | Ethiopia moves from ‘startup to scale’ | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #154 - May-June 2026
Key stories include: Höttges’ famed flywheel hits friction | DT coy on T-Mobile mega-merger talk | Hatchet buried with FM supplier ISS | New Munich AI hub set for expansion | T-Mobile makes two more fibre bolt-ons | and much more…
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Analyst ReportBTwatch Analyst Report #374 - May 2026
Key stories include: The second coming of BT | NVIDIA tapped for autonomy | Network slicing gets commercial | Taking aim at sovereignty wild west | Openreach gets NiCE with AI | and much more…
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Analyst ReportTelefónicawatch Analyst Report #202 – May 2026
Key stories include: Sell-off sees Telefónica go ex-Mexico | Defence alliance with Indra mooted | Group looks to edge into new markets | Tech pulls up SOCs with AI upgrade | New O2 boss makes mark with reorg | and much more…
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Analyst ReportVodafonewatch Analyst Report #246 - May 2026
Key stories include: Vodafone swoops on UK JV | Vi earns gov debts reprieve | INWIT eyes up Wind Tre assets | Pairpoint’s edge data centre R&D | Safaricom rides m-money wave | and much more…
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Analyst ReportVodafonewatch Analyst Report #245 - April 2026
Key stories include: Arqit gets fast-tracked | Vi accelerates 5G push | Towers showdown in Italy | Partner Markets refresh | MAZIV gets ‘informal’ | and much more…
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Analyst ReportBTwatch Analyst Report #373 - April 2026
Key stories include: Ofcom remaps UK regulatory landscape | BT looks to affect 6G R&D roadmap | Ericsson in for network slicing go‑live | ESN gets new deadlines | Openreach innovates with Google Cloud | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #153 - April 2026
Key stories include: Höttges plots course through ‘poly-crises’ | Starlink ties extended to Europe | Group Board receives AI-era update | Product & Tech boss stuns DT with exit | DT and T-Mobile align on ‘open’ 6G | and much more…
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Analyst ReportTelefónicawatch Analyst Report #201 – March - April 2026
Key stories include: Spotlight on Murtra’s 2030 vision | More Hispam exits completed | nexfibre goes big on UK infra | Red Hat nets twin cloud deals | Vivo highlights FMC ambitions | and much more…
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Analyst ReportVodafonewatch Analyst Report #244 - March 2026
Key stories include: Q3: more of the same as core OpCos wobble | AI-RAN gets real at MWC | Vodafone exits Dutch JV | D2D venture signs first customers | Safaricom deal attracts political scrutiny | and much more…
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Analyst ReportBTwatch Analyst Report #372 - February 2026
Key stories include: Q3: Kirkby bullish as pressure rises | Competition hits on all fronts | CEO shuffle: Burger, Selley, Milligan rotate | Burger lays out ‘radical’ International plan | Openreach pushes through line losses | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #152 - February 2026
Key stories include: EC’s latest Act received mixed ratings | ‘T’ marque nears $100bn status | DT targets 1m fibre signups in 2026 | T-Mobile seeks 6G era dominance | Amdocs, Netcracker net US deals | and much more…
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Analyst ReportTelefónicawatch Analyst Report #200 – January 2026
Key stories include: Colombian offload nears wrap-up | Mixed reviews for EC’s new Act | Hispam B2B assets jettisoned | Spanish RANco plan in gestation | Double vision on Gigafactory | and much more…